Ford SUV Sales on Record Pace Expedition Up 74.7 Percent ...

Ford SUV Sales on Record Pace ? Expedition Up 74.7 Percent, Explorer Up 12.5 Percent; F-Series Passes 70,000-Truck Mark for Eighth Straight Month; Lincoln Navigator Up 70.0 Percent

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O CTOBER 2018 SALES

U.S. Sales

Versus October 2017

Total Vehicle

1 9 2 ,616 -3.9%

Retail

1 4 0 ,901 -4.9%

Fleet

51 ,715 -1.2%

Truck

88,725 -4.9%

SUV

67,554 6.7%

Car

36,337 -17.1%

H IGHLIGHTS

Ford Motor Company's October U.S. sales totaled 192,616 vehicles, representing a 3.9 percent decline

Ford's overall average transaction prices reached record levels of $36,800 in October, up $1,400 from last year. This compares to an industry increase of just $330 per vehicle

As America's best-selling brand of trucks, SUVs and vans combined, sales of these Ford products totaled 150,900 vehicles in October. Year-to-date, Ford trucks, SUVs and vans posted sales of 1,605,967 vehicles this year ? up 2.1 percent

Ford F-Series surpassed 70,000 trucks sold for the eighth consecutive month in October, on sales of 70,438 pickups; the decline versus year-ago levels is largely the result of fleet timing. Year-to-date F-Series commercial fleet sales are up 12.8 percent

Ford SUVs posted a 7.9 percent gain last month on 62,175 vehicles sold, for the best October in 16 years

Sales of all-new Ford Expedition totaled 3,623 vehicles last month ? a 74.7 percent jump over a year ago, while Ford Explorer results were up 12.5 percent on sales of 19,034 vehicles

America's No. 1 seller of vans saw total van sales of 17,353 units, a gain of 4.9 percent for the month

Hot demand continues for the all-new Lincoln Navigator; overall sales were up 70.0 percent on a rich mix of high trim series vehicles

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A bout Ford Motor Company Ford Motor Company is a global company based in Dearborn, Michigan. The company designs, manufactures, markets and services a full line of Ford cars, trucks, SUVs, electrified vehicles and Lincoln luxury vehicles, provides financial services through Ford Motor Credit Company and is pursuing leadership positions in electrification, autonomous vehicles and mobility solutions. Ford employs approximately 200,000 people worldwide. For more information regarding Ford, its products and Ford Motor Credit Company, please visit corporate..

*U.S. sales volume reflects transactions with (i) retail and fleet customers (as reported by dealers), (ii) government and (iii) Ford management. Average transaction pricing based on J.D. Power and Associates PIN data.

"Our strategy to prioritize our trucks, SUVs and vans is paying off with October running at record level transactionpricing. Our sales mix continues to heavily favor these products, which last month represented 81 percent of sales. F-Series turned in its eighth straight month of sales above 70,000 trucks, while Ford SUVs are operating above the record pace they set last year and van sales continue to post strong gains."

? Mark LaNeve, Ford vice president, U.S. Marketing, Sales and Service

W I NNING PORTFOLIO

Ford F-Series saw eight straight months of sales above 70,000 trucks in October, while transaction pricing continues to run at record levels of $47,300 per pickup ? $2,000 above the segment average.

Ford trucks Ford SUVs Ford Performance Ford commercial vans Lincoln

Ford brand SUVs are on pace to break last year's record, with sales up 7.9 percent in October. Ford Expedition turned in a strong month with a 74.7 percent gain last month, while Ford Explorer saw its best October performance since 2004 on sales of 19,034 SUVs.

Mustang continues to extend it's lead in the sports car segment, as both America and the world's bestselling sports car over the last three straight years. Mustang totaled 4,924 cars sold here last month, with strong enthusiasm for the allnew Bullitt Mustang.

With more than half the commercial van market, Ford's sales of vans were up 4.9 percent last month. Ford Transit, the best-selling full-size commercial van in America, posted an increase of 4.5 percent on 10,757 vans sold, while the smaller Ford Transit Connect turned in a 36.0 percent gain in October.

Lincoln Navigator in its most luxurious trim series, Black Label, averaged just 12 days on dealer lots in October. Overall Navigator sales were up 70.0 percent, with transaction price gains of $30,300. California continues to be Navigator's strongest market, with sales up 190 percent last month.

O C TOBER 2 01 8 IN VENTORY /FLEET R ES ULTS

FORD MOTOR COMPANY

OCTOBER 2018

Fleet Segment

Rental Commercial Government Total Fleet

October 2018

October CYTD

Percent of Total Sales

YOY Change

Percent of Total Sales

YOY Change

8.0% 12.3% 6.5% 26.8%

0.8 points (0.1) points (0.0) points 0.7 points

11.1% 13.0% 6.1% 30.2%

0.1 points 0.9 points (0.2) points 0.7 points

October 2018

September 2018

October 2017

Gross Stock (incl. in-transit)

Units at Month-End

Days' Supply

Units at Month-End

Days' Supply

Units at Month-End

Days' Supply

Cars

114,163

82

115,126

78

131,291

75

SUVs

230,290

89

209,336

78

197,289

78

Trucks

303,565

89

279,706

75

308,327

83

Total

648,018

87

604,168

77

636,907

79

Dealer Stock (on ground)

Cars SUVs Trucks Total

October 2018

September 2018

October 2017

Units at Month-End

Days' Supply

Units at Month-End

Days' Supply

Units at Month-End

Days' Supply

90,582

65

94,070

63

105,340

60

182,443

70

174,346

65

164,598

65

230,496

68

214,376

57

251,470

67

503,521

68

482,792

61

521,408

65

C O N TACT

Erich Merkle 313.806.4562 emerkle2@

O CTOBER 2018 SALES

FORD MOTOR COMPANY OCTOBER 2018 U.S. SALES

SALES BY BRAND Ford Lincoln Total vehicles

October

2018

2017

% Change

185,042 7,574

192,616

191,527 8,909

200,436

-3.4 -15.0 -3.9

Year-to-Date

2018

2017

% Change

1,997,387 2,042,264 -2.2

82,854

91,631 -9.6

2,080,241 2,133,895 -2.5

SALES BY TYPE Cars SUVs Trucks Total vehicles

36,337 67,554 88,725 192,616

43,849 63,339 93,248 200,436

-17.1 6.7 -4.9 -3.9

414,870 722,426 942,945 2,080,241

502,026 710,842 921,027 2,133,895

-17.4 1.6 2.4 -2.5

FORD BRAND Fiesta Focus C-MAX Fusion Taurus Police Interceptor Sedan GT Mustang

Ford Cars

EcoSport Escape Edge Flex Explorer Police Interceptor Utility Expedition

Ford SUVs

F-Series E-Series Transit Transit Connect Heavy trucks

Ford Trucks

Ford Brand

5,665 4,936

121 15,932 1,991

565 8

4,924 34,142

4,673 20,515 10,264 1,165 19,034 2,901 3,623 62,175

70,438 3,901 10,757 2,695

934 88,725

185,042

3,418 10,095 1,661 17,536 2,097

584 15 5,236 40,642

0 23,064 11,036 2,042 16,914 2,507 2,074 57,637

75,974 4,265 10,290 1,981

738 93,248

191,527

65.7 -51.1 -92.7 -9.1 -5.1 -3.3 -46.7 -6.0 -16.0

N/A -11.1 -7.0 -42.9 12.5 15.7 74.7

7.9

-7.3 -8.5 4.5 36.0 26.6 -4.9

-3.4

42,183 105,203

6,591 140,896 23,709

6,185 110

66,543 391,420

42,983 230,565 109,202 17,323 190,450 28,355 44,144 663,022

749,456 40,450 117,220 25,913 9,906 942,945

1,997,387

39,557 133,922

15,512 177,278

28,377 6,703

64 67,432 468,845

0 256,942 115,763

18,757 191,161

27,294 42,475 652,392

734,610 44,899

104,128 27,580 9,810

921,027

2,042,264

6.6 -21.4 -57.5 -20.5 -16.4 -7.7 71.9 -1.3 -16.5

N/A -10.3 -5.7 -7.6 -0.4

3.9 3.9 1.6

2.0 -9.9 12.6 -6.0 1.0 2.4

-2.2

LINCOLN BRAND MKZ MKS Continental

Lincoln Cars

MKC MKX MKT Navigator

Lincoln SUVs

Lincoln Brand

1,617 0

578 2,195

1,934 2,170

160 1,115 5,379

7,574

2,211 0

996 3,207

2,114 2,684

248 656 5,702

8,909

-26.9 N/A -42.0 -31.6

-8.5 -19.2 -35.5 70.0 -5.7

-15.0

16,538 0

6,912 23,450

21,204 22,056 1,944 14,200 59,404

82,854

23,155 153

9,873 33,181

22,507 25,436 2,658 7,849 58,450

91,631

-28.6 -100.0

-30.0 -29.3

-5.8 -13.3 -26.9 80.9

1.6

-9.6

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